Brad Penter, CFA is an Assistant Vice President in Callan's Atlanta Fund Sponsor Consulting office. His responsibilities include supporting clients and consultants in the areas of performance evaluation, strategic planning and implementation, investment manager review and the coordination of special client proposals and requests.
Prior to joining Callan, Brad worked as a client service associate at Invesco in the investment services group. As a client service associate Brad supported investment centers in their monthly and quarterly reporting and helped with special projects. Prior to Invesco, Brad worked for the Henssler Financial Group as a research intern supporting the research team.
Brad graduated from Auburn University with a Bachelor of Science in Business Administration with a major in finance. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.